See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,751 | $202,318-45.8% | $172,739-36.5% | $152,861-28.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 25.66% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,606 | $5,856-55.5% | $5,143-49.3% | $4,762-45.3% |
| Participant deferral / active EE | $5,135 | $5,948-13.7% | $5,198-1.2% | $5,850-12.2% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |